CONSULTING SERVICE
Because ACT! can dramatically affect the way you do business, ACT! Consultant realizes the importance of customizing your contact management software to meet individual user, business and industry needs.
ACT! Consultant strives to help you work smarter, increase profits and maximize efficiency, enabling your company to increase sales.
As an ACT! Certified Consultant, ACT! Consultant serves small to medium-sized businesses throughout Kentucky and Indiana. ACT! Consultant specializes in the installation, customization, training and troubleshooting of ACT!. We will work with you to analyze your business needs, then design and implement a customized contact management database solution for your organization. Our goal is to increase your sales and profits by helping your sales people sell more effectively and intelligently.
No one has time to reinvent the wheel. ACT! Consultant can save your company time and money by helping you as much or as little as you need. We can assist you with any or all of the steps toward successfully implementing contact management or sales force automation. Some clients prefer to handle much themselves and bring us in for technical support. Others want us to develop and implement everything. We appreciate the differences and act at your request.
Some of the services ACT! Consultant offers include:
Installation of ACT! 2005 and Upgrades
Every installation of ACT! is unique. The success of your contact management program greatly depends on the well-planned installation of the software. Factors that affect successful installation include:
Individual PC setup
Server setup
Network troubleshooting
Communications setup with e-mail and fax
Database conversion
Some of the variables which can affect your installation include:
Number of ACT! users on your network.
Physical location of each user (LAN, at home, remote location)
Type of LAN
User(s) need to synchronize databases
Speed of your computer equipment and local network
Synchronization Setup For Remote Users
ACT! Consultant can synchronize individual databases with your LAN database. Synchronization is the most advanced feature offered by ACT!. Users are often surprised when they realize how much is involved in the setup and maintenance of a synchronized system.
If your sales people take their computers out of the office, both the remote users and the people in the office will make changes. Synchronization allows all users to reconnect with each other and exchange the information that has changed since the last time all computers shared information.
Synchronization maintenance is an on-going process, involving regular maintenance, troubleshooting and product knowledge. ACT! Consultant can provide on-going support by remotely administering your ACT! synchronization quickly and safely.
Database and Screen Design
If ACT! "off the shelf" does not quite fit your contact management needs, ACT! Consultant can customize the database to meet your individual user, business and industry needs.
ACT! Consultant will work with you to determine the data requirements that meet your business needs. Not only can we modify your database, but we can customize the design of your screen layout to display the data in a visually appropriate format - providing the best "view" of your data for all users.
We can group your leads, identify the sales rep, cushion field insertions and limit access to certain fields on a user-by-user basis by employing user specific layouts.
You supply the criteria, and ACT! Consultant will act on your request.
Report Design
ACT! Consultant can create customized reports to meet your organizational needs and style. Customized report design can include: adding fields to reports, redesigning the look of your reports, totaling results and adding groupings to reports.
Word-Processing Templates/Mail Merge
With ACT!, you can customize word-processing templates using Microsoft Word, Word Perfect or the ACT! word processor. Templates are necessary for generating form letters and running mail merges. One of ACT!'s best features is its ability to tackle large mail merge projects. The word-processing capabilities in ACT! allow you to automatically print out letters and Avery forms from your contact records.Maintenance and Support
Things invariably go wrong at the worst possible time. As you use ACT!, you may require some database modifications or answers to operational questions.To keep your database running efficiently, maintenance procedures need to be performed on a regular basis. These are things like creating a solid backup, reindexing and synchronizing if using remote stations, installing new updates,...
ACT! Consultant can provide technical support as needed to solve ACT! issues, network, hardware, fax and e-mail problems and/or provide you with a scheduled maintenance review.
In-House Training
We feel that training is so important that we given it its own page. Go to Training for more information.
allNET Technologies
512 Main Street, Suite 204
Shelbyville, KY 40065
866.4.ACT.411
